Bypass Trusts

With: Bonnie DeSimone EA

Bypass Trusts

Session#: 931-10

Many living trusts contain a subtrust, sometimes called a bypass trust, which must be administered when a spouse dies. This seminar discusses the preparation of this type of trust return, as well as which types of assets are best suited for funding these trusts. If you ever prepare trust returns, you need to understand bypass trusts. Regardless of what happens to estate taxes, we will need to understand this topic for years to come.

Bonnie DeSimone EA

Bonnie DeSimone, EA, has taught for NATP in 43 states. She has taught various seminars for National Association of Tax Professionals since 1991. She is also… more details

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